Advisers reveal stagnation in private market allocation

Its latest report Private Market Assets – Opportunities and barriers in traditional investment decision making – found that 80% said client allocation to private markets has not changed, and only 15% expected it to increase. One fifth (20%) of UK financial advisers have clients with investments in private market assets, the report also found. Among the 20% of financial advisers, 9% of their clients have an allocation to private market assets, which on average makes up 17% of those clients' portfolios. This equates to fewer than 2% of advised clients with an allocation to private marke...